Free Sales Report Template
Get valuable insights into your company's sales performance
Analyze your sales report and refine your approach to improve sales performance.
How do I use the template to create sales reports?
This template, built by a team of sales experts, lays out a number of reports for you.
But everyone’s sales process is different. That’s why you can add/remove custom stages in the ‘Settings & Instructions' sheet. There you can add/remove team members, set targets, set probabilities, and set a custom # of days.
Add your sales leads to the ‘Sales Funnel’ sheet, select the stage they’re in, add the size of the deal, set the probability of closing the deal, and the creation and expected close date. You can also add other data like the sales rep working on the deal, the next step, etc. The more data you put in, the more accurate reports you can generate.
Feel free to add/remove columns from the 'Sales Funnel' sheet and set the time period for your reporting.
Based on the data you input in the other sheets, the ‘Sales Report’ sheet is updated automatically. This forecasts your revenue, tells you how well your sales reps are doing, what your conversion rates are, and more.
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Elliott Porter
Weblake Interactive Ltd.
'Salesflare reminded me to chase up a warm lead and I won the deal. I'd forgotten about the proposal I had submitted due to being so busy!'
Calculate revenue generated, top earning leads, KPIs related to sales operations, and forecast future sales. Available for Excel and Google Sheets - for free.
Keep track of your expected forecast by measuring your sales funnel.
Maintain accurate and up-to-date information to make informed decisions about which opportunity needs follow-up, what the average sales cycle is, and other important factors that affect your sale.
Evaluate your sales strategies
Forecast future revenue
Make informed decisions
How Salesflare helps you besides reporting:
- Email and web tracking
Get the full picture of how leads and customers
are interacting with your company.
- Relationships
Easily see who your colleagues already know
- and who they know best.
- Lead scoring/hotness alerts
Identify and prioritize your leads with hotness alerts.
- Bulk emails
Send personalized follow-up emails at scale.
- Everything in one place
Address book, communication timeline, tasks, files, pipelines and more.
- Visual pipeline
A clear, customizable view of your sales funnel.
- Tasks & task suggestions
Never drop the ball on a lead again.
- Team sharing
Collaborate with your team flawlessly.
- Custom fields
Keep track of all of the customer data you can imagine.
- Search
Find everything you need instantly.
- Live notifications
Get up-to-date notifications whenever, wherever, on any device.
- Insights dashboard
Master the numbers.
1. Organize
Get a CRM that puts you in control.
2. Communicate
Never miss a beat with your customers again.
- Automated address book
Fully automate your contact and company info
- stop manual entry of contact and company data.
- Automated timelines
Your timelines are synced with your email, calendar meetings
and phone call history.
- Automated file repository
Keep handy document folders for your customers effortlessly.
- Timeline with Twitter updates
Always have the latest news on your customers handy through their social profiles.
- Send automated emails based on triggers
Automate your email follow-up based on triggers that you can directly set up in the CRM.
3. Automate
Do less robot work, have more human interaction.
- Email sidebars for Gmail & Outlook
Use Salesflare without leaving your email inbox.
- Mobile app for iPhone & Android
Finally, a CRM app that offers full functionality from your phone.
- REST API
It’s simple: Salesflare’s API can be connected to any other app.
- 1000+ integrations
Salesflare offers native integrations and access to 1000+ app
integrations through Zapier, PieSync and Blendr as well as
natively.
4. Integrate
Let this CRM give you superpowers.
Boris Agranovich
Global Risk Community
'Improved my bottom line by providing a clear system to work with prospects.'
Tamay Shannon
W2S Marketing
'The "You haven't responded to this email" notification. All the little cracks that people fall through are sealed up.'
Simon Lovegrove
Lovegrove Service Ltd.
'Improved my mood as I could see the wins. Alerted me to a lack of early-stage opportunities.'
Randall Snyder
Lyndhurst Partners
'Everyday that I don't have to manually enter information into the system, Salesflare makes a difference for me!'
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What is a sales report?
A sales report is an overview of a company's sales performance. It is a document that provides a comprehensive overview and analysis of sales activities and performance within a given time period.
To create an effective sales report, you have to keep a few things in mind. First of all, you need to clearly define the purpose of your report, gather and organize data in easy to understand format, use visual aids so that it is easy to digest for the audience, and continuously review and update your data.
How do I create an effective sales report?
How this sales report template works:
Excel templates are good but manually entering data gets time-consuming and unreliable. When you’re sick of wasting time manually entering data to create reports, try Salesflare for free. No more complex Excel formulas and losing time.
Easily import this template into Salesflare.
Salesflare automates the robotic tasks so you can keep your focus on building relationships. Salesflare integrates with your emails and calendars, is easily usable on the go, sends you notifications to follow up & more.
Less robotic work, more human interaction.
- Everything in one place
Address book, communication timeline, tasks, files, pipelines and more.
- Visual pipeline
A clear, customizable view of your sales funnel.
- Tasks & task suggestions
Never drop the ball on a lead again.
- Team sharing
Collaborate with your team flawlessly.
- Custom fields
Keep track of all of the customer data you can imagine.
- Search
Find everything you need instantly.
- Live notifications
Get up-to-date notifications whenever, wherever, on any device.
- Insights dashboard
Master the numbers.
- Email and web tracking
Get the full picture of how leads and customers are interacting with your company.
- Relationships
Easily see who your colleagues already know - and who they know best.
- Lead scoring/hotness alerts
Identify and prioritize your leads with hotness alerts.
- Bulk emails
Send personalized follow-up emails at scale.
- Automated address book
Fully automate your contact and company info - stop manual entry of contact and company data.
- Automated timelines
Your timelines are synced with your email, calendar meetings and phone call history.
- Automated file repository
Keep handy document folders for your customers effortlessly.
- Timeline with Twitter updates
Always have the latest news on your customers handy through their social profiles.
- Send automated emails based on triggers
Automate your email follow-up based on triggers that you can directly set up in the CRM.
- Email sidebars for Gmail & Outlook
Use Salesflare without leaving your email inbox.
- Mobile app for iPhone &Android
Finally, a CRM app that offers full functionality from your phone.
- REST API
It’s simple: Salesflare’s API can be connected to any other app.
- 1000+ integrations
Salesflare offers native integrations and access to 1000+ app integrations through Zapier, PieSync and Blendr as well as natively.
Manage your leads, forecast revenue & improve your sales process without spending any money. Available for Excel and Google Sheets.
Don't let deals slip away with a sales funnel template
How Salesflare helps you besides reporting:
